Internal · DeAara
Clients
Every active loan file. Open one to work its conditions, edit its details, or add a new borrower.
Edits and archiving save in this browser for now — they write to the Airtable Clients table once the page is connected to the worker. Archiving is reversible.
New client
Add an active loan file. You can fill conditions in after, on their tracker.
💰 Deal economics ▾
Commission calculator — fills automatically as you type
Broker points
%
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Processing fee
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Total commission
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New deal to shop
Build the deal, flag any gotchas, then shop it to your lenders. Once you've saved it the first time, your edits auto-save to the board.
Borrower & Property
Refinance (if applicable)
Purchase (if applicable)
Loan & Credit
Owner-Occupied ATR & Notes
Shop to account executives
✉ Email to your AEs i
Open it straight in Gmail, reply on an existing thread, or copy the pieces — your choice. Attach the printed deal sheet before you send. Nothing sends automatically.
🎉 Funded — congrats & review request i
Auto-filled for this client. Tweak anything, then send. Nothing sends on its own.
📧 Email
💬 Text message
🎚️ Adjust size & layout